Filed January 12, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,484 | $93,346-36.3% | $71,796-17.1% | $273,961-78.3% |
| Participation rate | 45.0% | 76.5%-31.5pp | 69.1%-24.1pp | 83.0%-38.0pp |
| Annual return | 5.66% | 130.39%-124.7pp | 78.04%-72.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,953 | $2,733+44.6% | $1,924+105.4% | $4,869-18.8% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $214 | $6,571-96.7% | $4,815-95.6% | $10,132-97.9% |